Purpose
Keep track of status of krypto portfolio over time, based on transactions combined with current price data.
- Import krypto transaction data from spreadsheet.
- Download latest price data.
- Combine to calculate theoretical profit/loss trends.
- by currency
- overall portfolio
Method
- Log into crypto account.
- Download activity report.
- Go to spreadsheet in Marengo - check most recent transaction date there.
- Copy/paste new transactions from activity report.
- Copy down formulas in spreadsheet.
Bitcoin
Transactions & Adjusted Cost Base (Avg Cost)
Prices, Costs, Profits
- Get latest price data.
- Combine with cost data.
- Calculate profit and ROI.
Ethereum
Transactions & Adjusted Cost Base (Avg Cost)
Cardano
Transactions & Adjusted Cost Base (Avg Cost)
Polkadot
Transactions & Adjusted Cost Base (Avg Cost)
Litecoin
Transactions & Adjusted Cost Base (Avg Cost)
TOTALS

|
date
|
currency
|
book_val
|
market_val
|
profit
|
roi
|
|
2021-10-16
|
BTC
|
$3,177
|
$5,002
|
1,826
|
57%
|
|
2021-10-16
|
ETH
|
$5,954
|
$17,090
|
11,136
|
187%
|
|
2021-10-16
|
ADA
|
$4,495
|
$4,169
|
(327)
|
-7%
|
|
2021-10-16
|
DOT
|
$2,535
|
$3,590
|
1,056
|
42%
|
|
2021-10-16
|
LTC
|
$2,305
|
$2,314
|
9
|
0%
|
|
date
|
total_invested
|
total_market_val
|
total_profit
|
total_roi
|
|
2021-10-16
|
$18,466
|
$32,165
|
$13,700
|
74%
|